Wechter Feldman Wealth Management’s Eli Lilly LLY Stock Holding History

Wechter Feldman Wealth Management’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$2.91M	Hold	12,674	–	–	2.04%	8
2021 Q1	$2.37M	Hold	12,674	–	–	1.75%	9
2020 Q4	$2.14M	Hold	12,674	–	–	1.58%	9
2020 Q3	$1.88M	Hold	12,674	–	–	1.47%	10
2020 Q2	$2.08M	Hold	12,674	–	–	1.89%	8
2020 Q1	$1.76M	Hold	12,674	–	–	4.29%	6
2019 Q4	$1.67M	Sell	12,674 -42	-0.3%	-$4.87K	1.11%	15
2019 Q3	$1.42M	Hold	12,716	–	–	0.9%	17
2019 Q2	$1.41M	Hold	12,716	–	–	0.93%	16
2019 Q1	$1.65M	Hold	12,716	–	–	1.08%	14
2018 Q4	$1.47M	Hold	12,716	–	–	1.42%	13
2018 Q3	$1.36M	Hold	12,716	–	–	0.83%	20
2018 Q2	$1.08M	Hold	12,716	–	–	0.75%	16
2018 Q1	$984K	Hold	12,716	–	–	0.7%	17
2017 Q4	$1.07M	Hold	12,716	–	–	0.75%	17
2017 Q3	$1.09M	Hold	12,716	–	–	0.83%	13
2017 Q2	$1.05M	Hold	12,716	–	–	0.84%	12
2017 Q1	$1.07M	Hold	12,716	–	–	0.73%	15
2016 Q4	$935K	Buy	+12,716	New	+$947K	0.61%	18

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wechter Feldman Wealth Management's LLY Position: Q2 2021 in Review

Wechter Feldman Wealth Management held its Eli Lilly (LLY) position steady in Q2 2021 at 12,674 shares worth $2.91M. The position accounts for 2.04% of the portfolio, ranked #8.

Wechter Feldman Wealth Management first reported a position in LLY in Q4 2016 and has held it in 19 quarters since. 2,022 funds tracked by Wall St. Rank hold LLY as of Q2 2021.

Wechter Feldman Wealth Management held 12,674 shares of Eli Lilly worth $2.91M as of Q2 2021.
Wechter Feldman Wealth Management left its Eli Lilly share count unchanged in Q2 2021.
Eli Lilly made up 2.04% of Wechter Feldman Wealth Management's portfolio in Q2 2021, its #8 holding.
Wechter Feldman Wealth Management first reported a position in Eli Lilly in Q4 2016 and has held it in 19 quarters since.
2,022 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2021.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.